Salesforce Audit
Salesforce audit: simplify your CRM processes
Salesforce often sits at the heart of the sales organization. Yet in many companies, the platform is complex, underused, or out of step with how teams actually work.
With Junto's Salesforce audit, we analyze your environment to streamline processes, simplify everyday usage, and measure the real ROI of your Salesforce stack.
Simplify Salesforce to make it truly effective
Salesforce is a remarkably rich platform. Left unchecked, that richness becomes a liability: heavy processes, cluttered interfaces, unreliable data, poor adoption.
Our Salesforce audit is designed to restore simplicity and consistency, without needlessly tearing down what already works.
REAL USAGE ANALYSIS
We look at how your teams actually use Salesforce day to day, beyond how it was configured on paper.
PROCESS STREAMLINING
We pinpoint the redundant steps, duplicates, and friction points that slow down your sales and marketing teams.
WORKFLOW SIMPLIFICATION
We clarify pipelines, objects, and rules to make day-to-day execution easier.
ROI PRIORITIZATION
We spotlight the features that drive real impact and flag the ones that no longer add value.
Your Salesforce audit, powered by the platform we built
A CRM is only as good as the data feeding it: plugged into broken tracking, your Salesforce instance piles up misattributed leads and skewed decisions. Before we diagnose your CRM, our Trust Analyzer grades your tracking reliability from A to F and our Tracking Audit hunts down every leak, from your server-side GTM container to enhanced conversions, then our Industry Benchmark positions your metrics against 350+ brands. It's the same standard we hold ourselves to every day on data.junto.fr, our proprietary platform that ingests data from 8 ad platforms into BigQuery every morning. You get an instance diagnosis built on clean, properly attributed data, because you're not handing your Salesforce to integrators who connect pipes, but to the data engineers who run a multi-channel platform in production.
Why a Salesforce audit is a strategic priority
Take back control of a tool that has grown too complex
Salesforce tends to accumulate layers over time: new objects, automations, custom development. Without clear governance, that complexity ends up hurting efficiency. A Salesforce audit separates the essential from the superfluous and refocuses the platform on what actually creates value.
Reconnect the platform with how teams actually work
When Salesforce drifts away from your teams' day-to-day reality, adoption collapses. The audit simplifies workflows, clarifies the rules, and adapts processes to how your sales and operations teams actually work.
Get a return on your Salesforce investment
Licenses, modules, custom development, maintenance: Salesforce is a significant investment. The audit measures the real ROI of every component, surfaces underused levers, and cuts whatever isn't contributing to performance.
A Salesforce audit built for simplicity and efficiency
We take a pragmatic approach to Salesforce: simplify first, then optimize.
Every recommendation is designed to reduce friction, improve clarity, and strengthen operational efficiency.
A CRM vision tied to performance
Our CRM expertise draws on a complete view of your marketing, sales, and data challenges.
We don't treat Salesforce as an isolated tool, but as one building block in service of overall performance.
What you get with the Junto Salesforce audit
A feature-rich Salesforce that nobody uses is a drag, not a lever.
The Salesforce audit clarifies usage, strips out needless complexity, and refocuses the platform on what actually helps your teams sell and steer the business.
A deep dive into how Salesforce is really used
We analyze Salesforce as it's actually used: objects, pipelines, automations, interfaces, and your teams' daily habits. The goal is to spot the gaps between the CRM on paper and how it works in the field.
Simpler processes and workflows
From that diagnosis, we deliver concrete recommendations to lighten processes, remove unnecessary friction, and smooth out sales and operational execution.
A clear read on your Salesforce ROI
We assess the real value of the modules, custom builds, and configurations in place to pinpoint what drives business impact — and what no longer does.
Teams realigned around the CRM
We clarify roles, responsibilities, and usage rules so Salesforce once again becomes a shared tool, understood and used consistently across every team.
An actionable roadmap
You walk away with a prioritized, realistic action plan to improve Salesforce step by step, with no heavy rebuild and no needless disruption of what already works. A prioritized action plan to improve Salesforce without a heavy rebuild.
Our roadmap for going
full funnel
A well-integrated HubSpot CRM amplifies the impact of every marketing channel.
We connect HubSpot to your paid media, SEO, content, chat, and tracking so every interaction is orchestrated around real intent. Your CRM stops working in a silo: it aligns nurturing, campaigns, and your conversion funnel to lift closing rates.
Our data tracking expertise turns raw data into valuable insights that fuel strategic, personalized decisions.
Through deep, real-time analysis, we decode your customers' journey to optimize every touchpoint.
Our design expertise blends aesthetics with functionality, captivating your audience while keeping the user experience simple.
From concept to launch, we craft intuitive interfaces and memorable visual experiences that engage and convert.
By seamlessly integrating CRM and paid media, we build a synergistic digital strategy that maximizes your visibility and grows your ROI.
Our coordinated approach ensures every euro invested in paid media is amplified by strong SEO, driving outstanding results.
A Salesforce CRM only makes a difference when it simplifies your processes and powers sales performance.
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Your most common questions about using HubSpot as a CRM growth lever
Every business has its own challenges, but many questions come up again and again. Here are the ones clients and prospects ask us most often before structuring their CRM to perform.
Who is the Salesforce audit for?
It's designed for companies that use Salesforce but are running into excessive complexity, low adoption, or ROI that's hard to measure.
How long does a Salesforce audit take?
The timeline depends on the scope, but the approach is built to deliver fast, actionable results.
Is a Salesforce audit still relevant if the tool works “fine”?
Yes. Even when Salesforce works, it's often over-configured or out of step with real usage. The audit uncovers simplification and performance levers that are easy to miss day to day.
Is the Salesforce audit only for large companies?
No. It's especially valuable whenever Salesforce becomes complex, whatever the size of your organization. Structured SMBs, scale-ups, and enterprise accounts can all get value from it.
Does the Salesforce audit cover security and compliance requirements?
Yes. We review access rules, permissions, and governance best practices to secure usage without adding unnecessary complexity to your processes.
Does it work for small teams / B2C?
Yes. The HubSpot audit adapts to your model (B2B, B2C, short or long cycles). The principle stays the same: reliable data, simple processes, measurable activation.
Can Salesforce be simplified without losing functionality?
Yes. The goal isn't to scale Salesforce down, but to remove what creates unnecessary complexity and keep what delivers real value.